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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthShield Partners
North Carolina
$6.84M +$30.2K +292 +0.5%
PFM
52
Phillips Financial Management
Indiana
$6.82M -$47.7K -461 -0.7%
MML Investors Services
53
MML Investors Services
Massachusetts
$6.36M +$118K +1,142 +2%
EWA
54
EverSource Wealth Advisors
Alabama
$6.29M +$6.09M +58,852 New
DADC
55
D.A. Davidson & Co
Montana
$6.26M +$302K +2,916 +5%
PD
56
Planning Directions
Pennsylvania
$6.25M +$137K +1,323 +2%
JP Morgan Chase
57
JP Morgan Chase
New York
$6.21M +$1.37M +13,222 +29%
CCA
58
Checchi Capital Advisers
California
$6.06M +$994K +9,608 +20%
CFAM
59
Center For Asset Management
Florida
$5.84M -$39.6K -383 -0.7%
WB
60
WesBanco Bank
West Virginia
$5.3M +$734K +7,099 +17%
UCFA
61
United Capital Financial Advisors
Texas
$5.17M -$124K -1,202 -2%
EWA
62
Encompass Wealth Advisors
Oregon
$5.1M +$152K +1,467 +3%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$4.97M -$12.4K -120 -0.3%
VBWMG
64
Von Berge Wealth Management Group
California
$4.69M +$4.58M +44,303 New
EWM
65
Empirical Wealth Management
Washington
$4.63M -$54.6K -528 -1%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$4.03M +$547K +5,291 +16%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$3.89M -$119K -1,147 -3%
AWM
68
AE Wealth Management
Kansas
$3.69M +$1.23M +11,926 +53%
RA
69
Resolute Advisors
California
$3.67M +$43.5K +421 +1%
HCP
70
Holt Capital Partners
Texas
$3.54M +$131K +1,267 +4%
CF
71
Centaurus Financial
California
$3.43M +$106K +1,022 +3%
NFG
72
Next Financial Group
Texas
$3.16M +$87.1K +842 +3%
LWMG
73
Levy Wealth Management Group
Pennsylvania
$3.03M +$89.2K +862 +3%
ACI
74
Alpha Cubed Investments
California
$3.02M -$298K -2,877 -9%
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$3.02M +$146K +1,412 +5%